Raymond James Financial
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Raymond James Financial’s Cadiz CDZI Stock Holding History

Raymond James Financial’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-233,567
Closed -$1.15M – 5421
2026
Q1 		$1.15M Buy
233,567
+41,080
+21% +$224K ﹤0.01% 3757
2025
Q4 		$1.08M Buy
192,487
+11,555
+6% +$62K ﹤0.01% 3722
2025
Q3 		$854K Hold
180,932
– – ﹤0.01% 3780
2025
Q2 		$541K Buy
180,932
+1,270
+0.7% +$3.65K ﹤0.01% 3960
2025
Q1 		$526K Buy
+179,662
New +$790K ﹤0.01% 3909

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's CDZI Position: Q2 2026 in Review

Raymond James Financial sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 233,567 shares — an estimated $1.15M sold.

Raymond James Financial first reported a position in CDZI in Q1 2025 and held it in 5 quarters. The position peaked at $1.15M in Q1 2026. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Raymond James Financial reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 233,567 Cadiz shares in Q2 2026, an estimated $1.15M.
  • Raymond James Financial first reported a position in Cadiz in Q1 2025 and held it in 5 quarters.
  • Raymond James Financial's Cadiz position peaked at $1.15M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.